#nukes-invoice-balance

1 messages · Page 1 of 1 (latest)

green timberBOT
#

Hello! We'll be with you shortly. Below are links to other discussions we've had with you in the past week in case you want to review that information. If your question is related to one of these previous discussions, please provide a comprehensive summary of the current state and what you need help with now. We help many users simultaneously, so a summary allows us to resolve your issue as soon as possible.

obsidian shard
#

There are a couple ways such one-off charges could work, depending on how you're currently integrated:

  • If you use subscriptions, you can add one-off invoice items to those customers/subscriptions to get includes on the next invoice, or trigger off-cycle invoices to covers those
  • with or without subscription, you could also use completely separate one-off invoices for just those items
#

Your concern about credit balances for refunds etc is correct, though. You cannot choose which invoices credit balances get applied to, so the only way to isolate "departments" like you describe is duplicate customers, with the drawbacks you've noted.

#

ie, you could clear/add balances when needed, but this is quite challenging

royal elk
#

Let me take a look at this customer balance information.

royal elk
#

So, does an invoice interact with the customer credit balance normally? I.E. when a customer pays the invoice?

#

Or is it only in certain cases, like a void or too small an invoice amount?

obsidian shard
#

In both, when a new invoice is finalized any credit will be applied to the invoice to reduce the amount due

royal elk
#

Okay, but if there's no credit, does that mean the invoice balance shows up as a negative credit balance transaction for the Customer object?

#

And then when they paid the invoice, there would be another positive balance transaction to zero out the credit balance?

obsidian shard
#

Yea, if there's a balance owing, it would be added to a subsequent invoice to be paid, yes eg if the previous invoice was too small to pay

obsidian shard
royal elk
#
  1. New customer with no invoices - $0 credit balance
  2. Create a one time invoice for $50 - credit balance is now ?
  3. Customer pays the $50 one time invoice - credit balance is now ?
obsidian shard
#

the customer balance never changes from 0 in that case, where the customer pays the invoice normally

#

its only used for refunds, credit notes, small amount invoices etc

royal elk
#

Got it.

#

Is there any concept of a customer balance outside of this? So total outstanding amounts owed based on open invoices?

obsidian shard
#

No, that's not something we track that i am aware of

royal elk
#

Ok. I think this puts me on the path to figure it out. Thanks!

obsidian shard
#

Great! happy to help 👍

green timberBOT